Corient Private Wealth LLC
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43+13 YoYRank #434 of mapped providers
Assets under administration$97.0B0.1%Market share · rank #140
Fees received$1MMedian $14,590/planSum across Schedule C direct + indirect
Net wins YoY+1315 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Corient Private Wealth LLC plan look like?
Service mix · median fees per plan
Count of plans where Corient Private Wealth LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 34 | $18,815 | |
Investment advisory (plan)Code 27 | 2 | $8,034 | |
Accounting (including auditing)Code 10 | 1 | $90,000 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Recordkeeping fees; Other fees; Consulting (pension); Trustee (bank, trust company, or similar financial institution); Consulting feesCode 15 | 1 | $8,876 | |
Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment management fees paid directly by plan; Investment advisory (participants)Code 19 | 1 | $18,387 | |
Investment managementCode 28 | 1 | $32,698 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $6,028 | |
Investment management fees paid indirectly by planCode 52 | 1 | $44,449 |
Competitor overlap
Percent of Corient Private Wealth LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Corient Private Wealth LLC.
| Sponsor | From | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | Empower | $24.7B |
UNITED AIRLINES, INC.IL · 742099724-202 | Brinker Capital Holdings, Inc. | $16.8B |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | Mercer | $8.9B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
BROWN & BROWN, INC.FL · 590864469-002 | Truist Bank | $1.8B |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | Charles Schwab | $1.7B |
FOLEY & LARDNER LLPWI · 390473800-007 | Fiducient Advisors | $1.5B |
ROPES & GRAY LLPMA · 042233412-007 | Empower | $1.4B |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | Segall Bryant & Hamill | $849M |
SMITH, GAMBRELL & RUSSELL, LLPGA · 580967450-005 | T. Rowe Price | $266M |
Plans lost in 2024
Appeared last year under Corient Private Wealth LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | Texas Bank and Trust Company | $9.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $13,611 | 1y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $64,011 | 1y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $37,260 | 1y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $51,116 | 2y | 1 |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $5,000 | 2y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $6,259 | 1y | 1 |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $23,040 | 2y | 1 |
BROWN & BROWN, INC.FL · 590864469-002 | $1.8B | 15,772 | $8,437 | 1y | 1 |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | $1.7B | 6,513 | $5,004 | 1y | 1 |
DLA PIPER LLP (US)MD · 520616490-004 | $1.7B | 4,436 | $34,270 | 2y | 1 |
Flag exposure
95.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into Corient Private Wealth LLC.
- BLUE BIRD BODY COMPANY
- BLUE BIRD CORPORATION
- CORIENT
- CORIENT HOLDINGS INC
- CORIENT PRIVATE WEALTH LLC
- CORIENT PRIVATE WEALTH, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Corient Private Wealth LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.33% | 7.76% | -5.44 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 18.60% | 1.71% | +16.89 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 22 | 51.16% | 1.76% | +49.40 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Corient Private Wealth LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Corient Private Wealth LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Faegre Drinker Biddle & Reath LLP | 1 | 2.3% |
| McGann Ketterman & Rioux | 1 | 2.3% |
| Seyfarth Shaw LLP | 1 | 2.3% |
| Stoel Rives LLP | 1 | 2.3% |
| Taft Stettinius & Hollister LLP | 1 | 2.3% |
| Troutman Pepper | 1 | 2.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).